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Institutional Ownership

Top 54 Institutional Holders
HolderSharesDateChange% Held
RAYMOND JAMES FINANCIAL INC602.46KJun 30, 26-7.46K10.48%
BANK OF AMERICA CORP /DE/592.13KJun 30, 26+10.59K10.30%
LPL Financial LLC569.47KJun 30, 26+17.06K9.90%
ARQ WEALTH ADVISORS, LLC367.98KJun 30, 26+106.17K6.40%
MORGAN STANLEY367.26KJun 30, 26+41.55K6.39%
AMERIPRISE FINANCIAL INC258.26KJun 30, 26-48.90K4.49%
Private Advisor Group, LLC80.74KJun 30, 26+15.54K1.40%
CITADEL ADVISORS LLC68.98KJun 30, 26-13.16K1.20%
ENVESTNET ASSET MANAGEMENT INC53.04KJun 30, 26+3.00K0.92%
MML INVESTORS SERVICES, LLC52.70KJun 30, 26+10.93K0.92%
Integrated Wealth Concepts LLC37.45KJun 30, 26+37.45K0.65%
Empirical Asset Management, LLC36.27KJun 30, 26+1.91K0.63%
ROYAL BANK OF CANADA34.79KJun 30, 26-3490.60%
Ameritas Advisory Services, LLC33.93KJun 30, 26+27.62K0.59%
JONES FINANCIAL COMPANIES LLLP30.53KJun 30, 26+1140.53%
Nova Wealth Management, Inc.21.16KJun 30, 26-1.98K0.37%
OSAIC HOLDINGS, INC.20.27KJun 30, 26+3.53K0.35%
UBS Group AG20.12KJun 30, 26-1550.35%
Lido Advisors, LLC12.65KJun 30, 26+5.35K0.22%
Cerity Partners LLC10.31KJun 30, 26+40.18%
Mission Creek Capital Partners, Inc.7.43KJun 30, 26--0.13%
CreativeOne Wealth, LLC7.38KJun 30, 26-2070.13%
MERCER GLOBAL ADVISORS INC /ADV6.61KJun 30, 26+6.61K0.11%
Alpha Financial Advisors, LLC5.46KJun 30, 26+30.09%
Cetera Investment Advisers5.01KJun 30, 26-2190.09%
FIFTH THIRD BANCORP4.78KJun 30, 26+4.00K0.08%
Cambridge Investment Research Advisors, Inc.4.28KJun 30, 26+4.28K0.07%
WELLS FARGO & COMPANY/MN3.43KJun 30, 26+1.66K0.06%
Aptus Capital Advisors, LLC3.13KJun 30, 26-1.60K0.05%
Rockefeller Capital Management L.P.2.88KJun 30, 26--0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.10KJun 30, 26-1240.04%
Larson Financial Group LLC1.72KJun 30, 26--0.03%
IFG Advisory, LLC1.40KJun 30, 26+1.40K0.02%
FMR LLC334Jun 30, 26--0.01%
LRI Investments, LLC300Jun 30, 26--0.01%
BANK OF MONTREAL /CAN/207Jun 30, 26+2070.00%
ASSETMARK, INC171Jun 30, 26+1710.00%
Glass Jacobson Investment Advisors llc107Jun 30, 26--0.00%
PITTENGER & ANDERSON INC--Jun 30, 26-71--
JANE STREET GROUP, LLC--Jun 30, 26-11.34K--
VestGen Advisors, LLC--Jun 30, 26-4.90K--
Leo Wealth, LLC180.48KMar 31, 26+11.81K3.14%
CWM, LLC28.77KMar 31, 26+1520.50%
COMERICA BANK855Dec 31, 25--0.01%
Sweet Financial Partners, LLC23.13KSep 30, 24--0.40%
AJ WEALTH STRATEGIES, LLC10.31KJun 30, 23-5520.18%
American Portfolios Advisors674Sep 30, 22--0.01%
NEXT Financial Group, Inc5.69KDec 31, 21-4720.10%
Carroll Financial Associates, Inc.51Dec 31, 21--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.3.85KDec 31, 19+3.30K0.07%
MSI Financial Services Inc83Dec 31, 16+10.00%
Alerus Investment Advisors Corp--Mar 31, 16-14.90K--
ASPIRIANT HOLDINGS S3, LLC212.18KDec 31, 15+79.06K3.69%
MANAGED ACCOUNT ADVISORS LLC15.90KJun 30, 15-2.65K0.28%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.